To be successful in the retirement plan market, Plan Consultants (Third Party Administrators) need a partner who can provide responsive service, offer a wide range of tools and services, industry leading communications and is committed to constantly strengthening relationships – that partner is John Hancock Retirement Plan Services. Hear about what John Hancock Retirement Plan Services is doing to make plan administration easier for Plan Consultants. This session will look at:

How the John Hancock QDIA mapping service can save time and money

How to provide a seamless experience by using the John Hancock TPA Signing Authority Program

Learn about The Hartford’s Plan Access website and the robust capabilities available to participants, plan sponsors and TPAs! In this dynamic session, you will gain a better understanding of the various payroll options, automated features for loans and distributions, custom reports, vesting calculations and TPA fee deduction capabilities. You will also have an opportunity to interact with your peers and share helpful hints for efficient plan administration.

The presentation will provide a general overview of the new plan sponsor-level fee disclosure rules and their impact on TPAs and financial advisors. In addition, the discussion will include practical tips for structuring their service agreements with plan clients.

The AccuDraft EGTRRA document has been well-received by the industry because of its format and flexibility coupled with a common-sense delivery system. This format will be continued and enhanced for the next 6-year cycle. In this session, AccuDraft representatives will discuss:

The importance of a flexible, well-drafted document that uses appendixes and administrative policies to facilitate operational compliance and provides maximum flexibility

The value of an intuitive document generation system where a single interview can generate a variety of documents and notices

The importance of archiving documents in a manner that fosters easy access and report writing capabilities